Apprentice Insurance advisor

Discussion with prospective and existing clients to obtain data about their needs, and to discuss any existing policy cover Explain features, advantages and disadvantages of various policies to promote sale and renewal of insurance schemes Ensure that policy requirements are fulfilled, and the completion of any appropriate forms Calculate premiums using the system and establish payment method Perform administrative tasks, such as maintaining records and handling policy renewals Select the product that offers type of cover best suited to the client’s needs and offer alternatives where appropriate Attend training sessions to learn about new products and services and to maintain competencies in accordance with FCA requirements Where appropriate, carry out other reasonably assigned tasks within the company Admin duties Checking and maintaining the daily renewal cycle Auditing and spot-checking renewal process Ordering of office stationery and subsistence supplies and ensuring appropriate stock levels are maintained.  Keep order records up to date (Excel)

Training:

You will attend Barking & Dagenham College one day a week.

Training Outcome:

Potential future employment within the industry.

Employer Description:
Sell various types of insurance policies to individuals and/or businesses on behalf of insurance companies, including Motorhome, Caravan, Car, Home, Travel, Medical Insurance and Hire

Working Hours :
Monday to Friday 9am - 5pm.

Skills:
Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Administrative skills,Number skills,Analytical skills,Logical,Team working,Initiative,Patience